(This presentation does not grant continuing education credits. However, one credit may be obtained by visiting the JDIQ exhibition and having your badge scanned at the entrance.)
Overview of tax-efficient investing strategies for corporate and non-registered accounts, including the different types of investment income and how to structure them to minimize taxes. The session also covers the mechanics and advantages of Corporate Class funds, the use of the Capital Dividend Account (CDA) to extract tax-free investment income from corporate accounts, and the role and benefits of Return of Capital (ROC) distributions (50-minute bilingual presentation).
Financial Advisor, Mutual Fund Dealing Representative : Robert Fretz
Vice-président de district chez Fidelity Investments Canada : Jean-François Grondin
